Kaylan Andersen
Kaylan Andersen is a CFP, ChFC-designated registered investment advisor at Nuwealth Advisors, LLC, based in St. George, UT, with 11 years of industry experience. Kaylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 260 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.55% |
| $7.5M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are paid to NuWealth Advisors from SEI's management fee using a blended schedule. Fees may be negotiable.
Fee Estimator
Location
216 West St George Blvd., Suite 101, St. George, UT, 84770
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kaylan is an insurance agent with Allegis Advisor Group since 2017, selling insurance for multiple carriers. Kaylan is also an individual health insurance broker for SelectHealth, Inc. since 2016, and owns Anderson Financial LLC, a pass-through entity for insurance commissions and IAR fees, dedicating minimal time to its maintenance.
Employment History
Current Registrations
Nuwealth Advisors, LLC
Previous Registrations
Parker Advisory Group, LLC
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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